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Vident Investment Advisory’s Markel Group MKL Stock Holding History

Vident Investment Advisory’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-148
Closed -$205K – 630
2023
Q2 		$205K Sell
148
-378
-72% -$507K 0.01% 1053
2023
Q1 		$672K Buy
526
+142
+37% +$189K 0.02% 668
2022
Q4 		$506K Sell
384
-1,736
-82% -$2.15M 0.02% 714
2022
Q3 		$2.26M Buy
+2,120
New +$2.59M 0.07% 303
2022
Q2 		– Sell
-361
Closed -$532K – 1339
2022
Q1 		$532K Sell
361
-1
-0.3% -$1.29K 0.01% 909
2021
Q4 		$446K Sell
362
-21
-5% -$26.5K 0.01% 957
2021
Q3 		$458K Buy
+383
New +$472K 0.01% 899
2020
Q2 		– Sell
-442
Closed -$410K – 874
2020
Q1 		$410K Buy
442
+53
+14% +$60.6K 0.03% 614
2019
Q4 		$445K Sell
389
-506
-57% -$576K 0.03% 591
2019
Q3 		$1.06M Buy
895
+454
+103% +$516K 0.09% 170
2019
Q2 		$481K Sell
441
-66
-13% -$69.2K 0.04% 339
2019
Q1 		$505K Buy
507
+52
+11% +$52.8K 0.03% 573
2018
Q4 		$472K Sell
455
-576
-56% -$630K 0.03% 598
2018
Q3 		$1.23M Buy
1,031
+493
+92% +$580K 0.05% 420
2018
Q2 		$583K Sell
538
-10
-2% -$11.3K 0.02% 602
2018
Q1 		$637K Sell
548
-118
-18% -$133K 0.03% 511
2017
Q4 		$759K Buy
666
+145
+28% +$159K 0.03% 435
2017
Q3 		$556K Buy
+521
New +$539K 0.03% 465
2016
Q3 		– Sell
-2,595
Closed -$2.47M – 437
2016
Q2 		$2.47M Sell
2,595
-2,279
-47% -$2.12M 0.35% 104
2016
Q1 		$4.35M Buy
4,874
+948
+24% +$815K 0.27% 164
2015
Q4 		$3.47M Buy
3,926
+3,086
+367% +$2.69M 0.44% 13
2015
Q3 		$674K Buy
+840
New +$711K 0.09% 356

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vident Investment Advisory's MKL Position: Q3 2023 in Review

Vident Investment Advisory sold out of Markel Group (MKL) in Q3 2023, closing a stake of 148 shares — an estimated $205K sold.

Vident Investment Advisory first reported a position in MKL in Q3 2015 and held it in 22 quarters. The position peaked at $4.35M in Q1 2016. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • Vident Investment Advisory reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 148 Markel Group shares in Q3 2023, an estimated $205K.
  • Vident Investment Advisory first reported a position in Markel Group in Q3 2015 and held it in 22 quarters.
  • Vident Investment Advisory's Markel Group position peaked at $4.35M in Q1 2016.
  • 738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.